Jonathan Gregory Mcclelland

Employer firm

Sizemore Capital Management, LLC CRD 146961

$109M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 08/2017
  Unemployed
  Austin, TX
• 01/2017 → 04/2017
  Pepperdine University
  Malibu, CA
• 08/2016 → 12/2016
  Anything But Salads
  Hong Kong
• 08/2012 → 04/2017
  Pepperdine University
  Malibu, CA
• 11/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2020 → Present
  Bag Securities Llc
  Austin, TX
• 01/2021 → Present
  Sizemore Capital Management Llc
  Dallas, TX

Previous Registrations

• 2018-02-28 → 2020-06-15
  Equitable Advisors, Llc
  Austin, TX
  Austin, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-01-11

Other Names

• Jonathan Mcclelland